Filed November 22, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $49,051 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $457,129 | $84,487+441.1% | $125,339+264.7% | $66,914+583.2% |
| Participation rate | 97.3% | 76.4%+20.9pp | 82.4%+15.0pp | 69.8%+27.5pp |
| Annual return | -14.68% | -8.39%-6.3pp | 572.05%-586.7pp | 1.58%-16.3pp |
| Employer contribution / active EE | $22,236 | $3,553+525.9% | $4,814+361.9% | $2,544+774.0% |
| Participant deferral / active EE | $10,407 | $6,781+53.5% | $7,446+39.8% | $4,237+145.6% |
| Admin fee / account holder | $284 | $685-58.6% | $10,010-97.2% | $593-52.2% |